Orders for U.S. durable goods excluding defense recovered slightly in June 2026, rising 0.3% month-over-month after a steep 4.6% decline in May. The latest data, updated on 27 July 2026, suggest a tentative stabilization in core capital spending following a volatile spring period.
The improvement marks a notable shift from May’s drop, when the indicator fell 4.6% from the previous month. On a month-over-month basis, June’s 0.3% gain indicates that underlying demand for longer-lasting manufactured goods, excluding defense-related orders, has inched higher compared with May.
While the rebound is modest, the move into positive territory may be viewed by markets as a sign that business investment is regaining some footing after the pronounced pullback recorded in May. Investors and policymakers will be watching upcoming releases to see whether June’s uptick develops into a more sustained recovery in core durable goods demand.
